MCM
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McKinley Capital Management’s Principal Financial Group PFG Stock Holding History

McKinley Capital Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-620
Closed -$25K – 567
2016
Q2 		$25K Hold
620
– – ﹤0.01% 363
2016
Q1 		$24K Sell
620
-3,229
-84% -$124K ﹤0.01% 323
2015
Q4 		$173K Sell
3,849
-3,829
-50% -$187K 0.01% 314
2015
Q3 		$363K Sell
7,678
-444
-5% -$23K 0.02% 270
2015
Q2 		$417K Sell
8,122
-86
-1% -$4.46K 0.02% 271
2015
Q1 		$422K Sell
8,208
-297
-3% -$14.9K 0.02% 264
2014
Q4 		$442K Sell
8,505
-172
-2% -$8.92K 0.02% 261
2014
Q3 		$455K Sell
8,677
-81
-0.9% -$4.24K 0.02% 256
2014
Q2 		$442K Sell
8,758
-642
-7% -$30.2K 0.02% 246
2014
Q1 		$432K Sell
9,400
-90
-0.9% -$4.12K 0.02% 299
2013
Q4 		$468K Buy
+9,490
New +$451K 0.02% 312

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NLI
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Harris Associates
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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return